How to Add HOA Information to Proposals

Some solar installations require approval from a Homeowners Association (HOA) before moving forward. SubcontractorHub allows you to easily document HOA details directly within a proposal. This ensures all relevant information is captured early in the sales process. Keeping HOA records in one place helps avoid delays and supports smooth project approvals.

Follow the steps below to add a customer's HOA information to a proposal.

Step 1: From the main menu, go to the “Customers” tab.

Step 2: Locate the “Actions” section and click “Proposals”.

Step 3: Click “View Detail” on the proposal card.

Step 4: Click the “Customer Info” tab on the left.

Step 5: Go to the “HOA Information” tab and click the “Edit” icon.

Step 6: Update the HOA information and click “Save”.